Ather Energy is the top pick due to its strong growth with improving cost structure. Target price ₹748 (31% upside): HDFC Sec

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We upgrade the financials, with positive EBITDA now expected in FY28. Considering another inflection point from FY28, we factor that in the multiple and, hence, raise the EV/sales multiple from 5.0x to 6.0x, which is a premium to the listed peer set.